Invoicing Made Easy in Xero

In this video, I walk you through the invoicing process in Xero, highlighting two main ways to create an invoice: through the sales tab or directly from the home page. I demonstrate how to input customer details, set due dates, and add product codes, along with the option to include a personalised note. I also explain how to approve and email the invoice, emphasising the benefits of sending it as a PDF for better accessibility. Lastly, I show how to track the invoice status, including whether it’s been viewed by the recipient. Please make sure to follow these steps when creating your invoices to ensure smooth transactions.

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